Public templates - Conversations

Our Conversation Templates were developed by Thomson Reuters editorial and accounting professionals to demonstrate the breadth of what's possible with CoCounsel. From authoritative research and document analysis to the drafting of polished, client-ready deliverables. They are intended to serve as a starting point for inspiration, not prescriptive instruction.
Select the links below to be taken directly to the template in CoCounsel. Note that you can also access Public Templates by going to the Templates label on the navigation pane in CoCounsel. Also note that users can duplicate Public Templates to ensure Templates fit the needs of their firm.

Tax & State-Specific templates

Accounting & financial guidance templates

Audit & assurance templates

Research & discovery templates

  • Search Public Company Disclosures
    Find public company disclosures to compare/contrast to your client's financial statement presentation.
  • Sample Research Prompt
    Use this customizable research template to get a response in a pre-engineered format.
  • Transcript Analysis
    Identify common themes, action items, and recommendations from transcripts (word or PDF) of recorded meetings or interviews with clients.

Prompt engineering template

error-icon

error-close